Over the past 11 years I have helped and am continuing to help Individuals, Business Owners and Trustees to achieve their financial needs and aspirations. I ensure that I understand your personal or business objectives and deliver solutions that are right for you. Clients value my advice, my service and, above all, my integrity.
I believe every client is unique, therefore I do not provide off the shelf solutions but personal, bespoke, face to face superior financial advice. Putting my clients firmly at the heart of my Practice enables me to run a genuinely client-focused business, delivering the best wealth management service supported by a comprehensive range of financial solutions and a distinctive approach to investment management backed by an award-winning FTSE 100 company. St. James's Place was recently awarded 2018 Wealth Management Company of the Year at the City of London Wealth Management Awards.
- Investing for Capital Growth and Income
- Planning for Retirement
- Protecting your Wealth, You and your loved ones
For comprehensive details about the Services I provide please click here.
Alternatively, to arrange your no-obligation Financial Review please call 01243 537983 or register your details here and we will call your back at your preferred time.
We run regular informative seminars and enjoyable events throughout the year to keep existing clients up to date of any latest financial developments. To find out more about this year’s events or to register your interest, please visit our event page.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.